Benjamin Graham is known as the Father of Value Investing, and this video from the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School offers a great look…
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Dreman: Don't Let The Fed Keep You Down
…says the low rates also mean savers earn little or no real return. His recommendations: “You could own a diversified portfolio of value stocks that should perform well even in…
O'Shaughnessy: Keep It Simple With Shareholder Yield
…worth $33,028, 684! That’s an after inflation return of 9.77 percent over nearly 87 years. Compared with someone who simply bought the All Stocks Universe, where the final portfolio value…
Reese on Dreman's Market-Beating Contrarian Approach
…go-against-the-crowd mentality, which led him to shun popular, high-priced stocks and invest in beaten-down, unloved value picks. He discusses the ways Dreman identified unloved stocks, and the ways that he…
Herro Talks Europe and Japan
…‘cyclical’ impact, but do not structurally affect a company’s future stream of free cash,” Herro continues. “As such, these events often do not have long-term fundamental impacts on business value….
What Do Former World Series Hero Joe Carter And Warren Buffett Have In Common?
…but see something different than the masses.” Reese looks at how Warren Buffett thinks differently than the crowd when it comes to growth and value investing. While others look at…
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
…Secondly, Nygren says, “Many of the stocks that now have low P/Es on expected earnings are financials, and after their role in the crisis, many investors, including many value investors,…
Arnott Talks Indexing, And Why Wall Street Hates Math
…weights index components using companies’ economic attributes — sales, dividends, profits, and book value. His research shows that such an approach adds 2 percentage points per year vs. market-cap-weighted indices…
Think Like a Contrarian with the Dreman Strategy
…overvalue the “best” stocks — those “hot” stocks everyone seems to be buying — and undervalue the “worst” stocks — those that people are avoiding like the plague, like Altria…